31 October 2017
4.1 and up
The Insightly CRM app is free and works in tandem with the Insightly CRM web application, so that your team has all key customer information on the go.
Insightly CRM is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & others.
Features / benefits:
* Add new contacts on the fly, scan business cards or import them from your device’s address book
* Access task lists to see what’s upcoming and overdue. Complete tasks or assign follow up tasks immediately after a meeting.
* Review opportunity notes to get prepared for a meeting. Update sales opportunities from the field. And, when a deal is closed - mark it as won in a few taps.
* Save time by adding voice memos to leads and opportunities so everyone can be up-to-date on the progress.
* Receive notifications for example when a lead gets assigned, reps can receive push notifications.
* Create projects and assign tasks to your team from your smartphone. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.
Google Play Rating
- We're getting a little pushy in this release. That's a good thing for mobile.
• Push notifications aren't just for reminders anymore. Get notifications for new assignments and updates for records you're following.
• Where's the updated record? Right there in a centralized notification list!
• Import your contacts from your device's address book!
• Filter tasks by start date, and opportunities by pipeline and stage.
• Updated image capture for business card scanning and file attachments.